Baird Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $983K | Buy |
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|
2025
Q2 | $857K | Buy |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $840K | Buy |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $281K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $225K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $214K | Buy |
|